Xero and Salesforce are both excellent at their jobs. Problems arise when Finance is expected to explain performance across both systems. Three disconnects appear over time:
ScaleXP is designed for teams that treat Xero as the financial source of truth.
When Salesforce is layered on top of Xero correctly, Finance gains:
ScaleXP adds a finance intelligence layer between Salesforce and Xero.
It interprets CRM deal data through Xero-backed accounting logic so Finance can report on what actually happened, not just what was sold.
ScaleXP is used for revenue timing validation, deferred revenue alignment, and board-ready financial reporting that reconciles directly to the Xero ledger.
ScaleXP connects Salesforce deal data with Xero transactions so Finance can analyse both together.
Closed-won deals are reviewed against invoices, credits, FX, and revenue timing in Xero, highlighting where attention is required.
Outputs are produced in a way Finance can review, share, and stand behind, because the ledger remains the reference point.
with integration
+ Xero
Fully integrate Salesforce + Xero data
Ensure marketing teams can access and understand campaign spend
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
with integration
+ Xero
Fully integrate Salesforce + Xero data
Ensure marketing teams can access and understand campaign spend
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
ScaleXP is designed for finance teams, CFOs, and founders who rely on Xero as the system of record and need Salesforce context they can trust.
It’s built for teams that need:
We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.
Chief Financial Officer 
Yes. ScaleXP provides full automation of all your sales revenue, past, current and future, including providing the associated accounting journals for accruals and deferrals in Xero.
Further, ScaleXP provides a full breakdown of all revenue shown on your Income Statement as well as all deferred income and accrued revenue shown on your Balance Sheet.
Revenue recognition schedules can be viewed by customer, by invoice, and by general ledger code. And, in case that’s not enough, all schedules can be downloaded to a spreadsheet or CSV.
ScaleXP is built on a series of sophisticated natural language processing algorithms, which read and understand the text, just as a person would. Any date format can be used. You can even mix and match American date format (mm-dd-yy) and British date format (dd-mm-yy).
The system also understands words which convey time such as annual, quarterly, 6 months, 2 weeks, 6 days, just about anything you can think of. If a person can read and understand the revenue recognition period on your invoices, the ScaleXP algorithms will also understand.
No. ScaleXP does not mirror data between systems. It applies finance logic so reporting reflects accounting reality, not raw CRM activity.
Yes. Xero remains the accounting source of truth. ScaleXP uses Xero-backed data to produce trusted reporting.
ScaleXP compares Salesforce deal outcomes against invoices, credits, FX, and recognised revenue in Xero so timing differences are visible and explainable.
We have been able to significantly reduce the time to prepare our monthly reporting packs, feeding into a group board pack at the click of a button with 100% accuracy. We also have a real time view of our ARR bridge, are able to get to SaaS metrics quickly and also to sanity check that invoicing aligns with contracts.
Head of Finance & People
Getting started with ScaleXP is easy! Try it for yourself free for 7 days. Or, if you have specific questions, just use the button to the right to schedule a quick meeting.
